HeyJaredPrometheus Research
Systematic Macro Research
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- Indexed issues, last 90 days
- 17
- Latest publication
- Sep 30, 2026
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- Checking…
- Earliest in this view
- Sep 2, 2026
Latest issues
What Kind of Returns Can We Expect in This Macro Regime? (opens the original)
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Every day at midday, we share updates to our US Macro Regime Probabilities with Prometheus Institutional, along with our synthesis of what the current regime probabilities suggest.Our Macro Regime Probabilities use our bottom-up signals across asset markets to construct forward-looking estimates for the cross-asset macro market regime. These signals incorporate both fundamental and price-based information to produce high-frequency, forward-looking estimates for the US cross-asset environment. Th
Prometheus: In Conversation With AP Research (opens the original)
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Get more from Prometheus Research in the Substack appAvailable for iOS and Android<a class="install-substack-app-embed-link" href="https://substack.com
Macro Cycle Program (opens the original)
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We share the latest positions for our Macro Cycle Program. <img alt="" class="sizing-normal" height="616" src="https://substackcdn.com/image/fetch/$s_!l0p6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpu
Macro Talk:9.25.2026 (opens the original)
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Get more from Prometheus Research in the Substack appAvailable for iOS and Android<a class="install-substack-app-embed-link" href="https://substack.com
Does The Investment Cycle Favor Stocks? (opens the original)
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Business fixed investment is one of the most important drivers of the US economic cycle, sustaining corporate profits and accounting for the majority of the cyclicality in US GDP. As such, investors need a consistent assessment of real business investment to navigate macroeconomic cycles effectively. In this note, we share our tracking of business investment conditions and their implications for equity asset allocation. End Of Summer Sale: 30% OFFWe begin by visualizing how business fixed invest
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